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Rossby Financial’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Rossby Financial’s Portfolio KBWP Stock Details KBWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$76.9K Hold
607
– – 0.01% 591
2026
Q1 		$71.7K Hold
607
– – 0.01% 636
2025
Q4 		$77.3K Hold
607
– – 0.02% 456
2025
Q3 		$74.8K Hold
607
– – 0.02% 456
2025
Q2 		$74.6K Hold
607
– – 0.03% 419
2025
Q1 		$71.3K Buy
+607
New +$70.8K 0.03% 404

Other funds holding KBWP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RFS
RM Financial Services Falmouth, Maine $135M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Rossby Financial's KBWP Position: Q2 2026 in Review

Rossby Financial held its Invesco KBW Property & Casualty Insurance ETF (KBWP) position steady in Q2 2026 at 607 shares worth $76.9K. The position accounts for 0.01% of the portfolio, ranked #591.

Rossby Financial first reported a position in KBWP in Q1 2025 and has held it in 6 quarters since. The position peaked at $77.3K in Q4 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

  • Rossby Financial held 607 shares of Invesco KBW Property & Casualty Insurance ETF worth $76.9K as of Q2 2026.
  • Rossby Financial left its Invesco KBW Property & Casualty Insurance ETF share count unchanged in Q2 2026.
  • Invesco KBW Property & Casualty Insurance ETF made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #591 holding.
  • Rossby Financial first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's Invesco KBW Property & Casualty Insurance ETF position peaked at $77.3K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.